13FBOX
PROSHARES TR · 13F Institutional Holdings
Options Calculator Rankings
P

PROSHARES TR

UWM
Institutions
45
Combined AUM (Q2 2026)
$72.3M
Combined Shares (Q2 2026)
1.1M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+313,418
23 · 14 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-384,601
23 · 11 Exit · ≈
⚖️ Net
-71,183
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$72.3M
Institutions
45
New Buys
14
Adds
9
Reduces
12
Exits
11
Unchanged
10
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CITADEL ADVISORS LLC
<0.01%<0.01%#30$12.0M177,854$6.3M134,766+43,088+31.97%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#28$10.8M160,906$8.3M178,840-17,934-10.03%Reduce
Client First Investment Management LLC
3.39%#1$8.0M119,587$00+119,587New Buy
Global View Capital Management LLC
1.31%0.98%#2$6.3M94,336$3.7M79,117+15,219+19.24%Add
TOTH FINANCIAL ADVISORY CORP
0.6%0.45%#4$6.2M92,077$4.1M88,701+3,376+3.81%Add
Wealthcare Advisory Partners LLC
0.09%0.06%#16$4.5M67,410$3.2M68,080-670-0.98%Reduce
Legacy Wealth Partners, LLC
0.84%0.35%#3$3.7M55,321$1.4M29,802+25,519+85.63%Add
Capital Investment Advisory Services, LLC
0.16%0.12%#11$2.5M37,577$1.7M36,198+1,379+3.81%Add
Tempus Wealth Planning, LLC
0.43%#6$2.2M33,257$00+33,257New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#35$2.1M31,349$8.7M186,376-155,027-83.18%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#36$1.7M25,103$1.9M39,940-14,837-37.15%Reduce
Genesee Capital Advisors, LLC
0.42%#7$1.3M20,034$00+20,034New Buy
Capital Investment Counsel, Inc
0.14%0.28%#12$1.3M19,675$2.3M49,354-29,679-60.13%Reduce
IMC-Chicago, LLC
<0.01%#33$1.2M17,970$00+17,970New Buy
BARD ASSOCIATES INC
0.2%0.17%#10$887,43613,200$695,38314,900-1,700-11.41%Reduce
Atlatl Advisers LLC
0.2%0.41%#9$837,01412,450$554,20611,875+575+4.84%Add
INDEPENDENT FINANCIAL GROUP, LLC
0.01%#20$768,77511,435$00+11,435New Buy
Dedeker Financial LLC
0.39%2.74%#8$688,17210,236$3.1M67,292-57,056-84.79%Reduce
Cassaday & Co Wealth Management LLC
0.01%0.01%#22$624,4339,288$433,4719,28800.00%Unchanged
Forefront Analytics, LLC
0.58%0.34%#5$537,6667,997$372,9007,990+7+0.09%Add
Harvest Investment Services, LLC
0.07%0.05%#17$458,1726,815$286,5546,140+675+10.99%Add
Verdence Capital Advisors LLC
0.02%0.02%#19$410,3056,103$284,8276,10300.00%Unchanged
Tower Research Capital LLC (TRC)
0.01%#24$404,9936,024$00+6,024New Buy
UBS Group AG
<0.01%<0.01%#39$345,0245,132$625,98513,413-8,281-61.74%Reduce
Silverleafe Capital Partners, LLC
0.09%0.07%#14$328,8894,892$228,3104,89200.00%Unchanged
Meridian Wealth Management, LLC
0.01%0.01%#23$325,4094,840$249,1785,339-499-9.35%Reduce
Summit Financial, LLC
<0.01%#26$282,7024,205$00+4,205New Buy
Kestra Advisory Services, LLC
<0.01%#32$250,1923,721$00+3,721New Buy
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
0.09%#15$241,2173,588$00+3,588New Buy
One Wealth Map LLC
0.1%0.11%#13$214,4193,469$230,2023,917-448-11.44%Reduce
Kingsview Wealth Management, LLC
<0.01%<0.01%#25$209,0824,480$209,0824,48000.00%Unchanged
Institute for Wealth Management, LLC.
0.01%#21$136,3702,028$00+2,028New Buy
Larson Financial Group LLC
<0.01%<0.01%#27$108,8001,618$75,4581,617+1+0.06%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#38$55,692828$00+828New Buy
Geneos Wealth Management Inc.
<0.01%<0.01%#31$54,053804$38,456824-20-2.43%Reduce
Integrated Wealth Concepts LLC
<0.01%#34$40,320600$00+600New Buy
Financial Network Wealth Advisors LLC
0.02%0.02%#18$21,917326$15,21432600.00%Unchanged
FIDUCIARY FINANCIAL ADVISORS
<0.01%#29$19,108283$00+283New Buy
WHITTIER TRUST CO
<0.01%<0.01%#37$7,316110$5,31411000.00%Unchanged
BANK OF MONTREAL /CAN/
<0.01%<0.01%#41$6,723100$14,001300-200-66.67%Reduce
Allworth Financial LP
<0.01%<0.01%#40$4,38265$3,0396500.00%Unchanged
JPMORGAN CHASE & CO
<0.01%#43$1,26619$00+19New Buy
MORGAN STANLEY
<0.01%<0.01%#45$671$81100.00%Unchanged
HUNTINGTON NATIONAL BANK
<0.01%<0.01%#42$671$47100.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#44$361$34100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow